Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Portland, United States

Name: Investment advisory platforms based in Portland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 36 companies tracked

RevenueBase identified 36 investment advisory platforms headquartered in Portland, United States as of September 2026 and tracks 222 professional contacts across them, including 131 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms headquartered in Portland, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review

36Companies

222Contacts tracked

131Verified emails

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The 25 largest investment advisory platforms based in Portland, United States

Ranked by team size

Top 25 of 36 investment advisory platforms based in Portland, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Vista Capital Partners	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	45 contacts →
	Partial evidence “Vista Capital Partners is an employee-owned wealth management firm guided by a clear and simple belief: tuning out the noise of Wall Street is the surest path to investment…” Source: RevenueBase Database · checked Sep 14, 2026
2	Phillips And Company Wealth Strategies	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	19 contacts →
	Strong evidence “Founded by Tim Phillips, Phillips & Company is an independent, SEC-registered investment advisory firm, serving over clients nationwide.” Source: RevenueBase Database · checked Sep 14, 2026
3	OLD Port Advisors Est. 1994	Strong evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	11-50	13 contacts →
	Strong evidence “Old Port Advisors, founded in 1994 and registered with the United States Securities and Exchange Commission under the Investment Advisors Act of 1940, has been specifically…” Source: RevenueBase Database · checked Sep 14, 2026
4	Headinvest LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	11-50	12 contacts →
	Partial evidence “HEADINVEST LLC is an investment management company based out of 7 CUSTOM HOUSE 4TH FL, PORTLAND, Maine, United States.” Source: RevenueBase Database · checked Sep 14, 2026
5	Cordant Wealth Partners	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “We’ve Merged with Cerity Partners, Stay Connected by Following Their Page At Cordant Wealth, we specialize in comprehensive wealth management for busy professionals, with a focus…” Source: RevenueBase Database · checked Sep 14, 2026
6	Bigelow Investment Advisors, LLC	Strong evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Strong evidence “Bigelow Investment Advisors, LLC is an investment management and financial planning firm headquartered in Portland, Maine.” Source: RevenueBase Database · checked Sep 14, 2026
7	Encompass Wealth Advisors, LLC	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Strong evidence “Encompass Wealth Advisors is an independent Registered Investment Advisor full service financial advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026
8	Cascadia Wealth Management	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial evidence “Cascadia Wealth Management has been assisting individuals and businesses since We currently have 30 Financial Advisors with an average 15 years of experience.” Source: RevenueBase Database · checked Sep 14, 2026
9	Cedar Mountain Advisors, LLC	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Strong evidence “Cedar Mountain Advisors, LLC is a Portland based, SEC Registered Investment Advisory firm providing customized asset management, and comprehensive wealth planning, to Northwest…” Source: RevenueBase Database · checked Sep 14, 2026
10	Sloy Dahl & Holst INC	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Strong evidence “We are a full-service registered investment advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026
11	Robinson Smith Wealth Advisors, LLC	Partial evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Partial evidence “Robinson Smith Wealth Advisors provides independent fiduciary fee-only advice to high net worth executives and working professionals on how to achieve their goals and enjoy their…” Source: RevenueBase Database · checked Sep 14, 2026
12	Quest Investment Management, LLC	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Strong evidence “Quest Investment Management, LLC is a Registered Investment Advisory firm located in Portland, Oregon” Source: RevenueBase Database · checked Sep 14, 2026
13	Mill Street Financial, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “At Mill Street Financial, we get it.” Source: RevenueBase Database · checked Sep 14, 2026
14	Daybreak Financial Partners	Indirect evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Daybreak Financial Partners-partnering with one another to best partner with you.” Source: RevenueBase Database · checked Sep 14, 2026
15	Defined Wealth Management	Strong evidence	Portland, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “Investment advisory services offered through Defined Wealth Management, a Registered Investment Advisor with the U.S.” Source: RevenueBase Database · checked Sep 14, 2026
16	Summit Advisors NW	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Rely on our training, rigorous certifications and 70+ years of combined real-life experience working with people like you – people looking for balance and a partner for their…” Source: RevenueBase Database · checked Sep 14, 2026
17	Peregrine Asset Advisers	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “Peregrine Asset Advisers helps people to grow their assets to become financially independent in order to meet their needs, interests and commitments.” Source: RevenueBase Database · checked Sep 14, 2026
18	Blue River Capital Management, LLC	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “Blue River Capital Management is a registered investment advisor serving clients in all of life's stages.” Source: RevenueBase Database · checked Sep 14, 2026
19	Continuity Wealth Management	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Indirect evidence “Guided by integrity, excellence, collaboration, and a service mindset, we prioritize your best interests and strive to deliver exceptional service.” Source: RevenueBase Database · checked Sep 14, 2026
20	Alqymi	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “Wealth Transformed ALQYMI® is a software development company focused on creating proprietary solutions that unleash the true power of wealth for financial advisors and their…” Source: RevenueBase Database · checked Sep 14, 2026
21	CLS Financial Advisors, INC	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “A financial advisor should do more than just manage your investment portfolio: at CLS Financial, we are focused on your entire life, providing holistic and proactive financial…” Source: RevenueBase Database · checked Sep 14, 2026
22	Pattern	Strong evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “A modern financial membership that combines access to a personal financial advisory team with a powerful robo-platform.” Source: RevenueBase Database · checked Sep 14, 2026
23	Arcadia Investment Advisors, LLC	Indirect evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
24	August Wealth Management, LLC	Strong evidence	Portland, ME, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Strong evidence “August Wealth Management is a registered investment advisory firm based in Portland, Maine.” Source: RevenueBase Database · checked Sep 14, 2026
25	Emery Foley Investment Management Of LPL Financial	Partial evidence	Portland, OR, United StatesHQ checked Sep 14, 2026	1-10	1 contacts →
	Partial evidence “Whether your dreams take you far from home or involve building a new one, the team at Emery Foley Investment Management is here to help you pursue them.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment advisory platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 36 investment advisory platforms based in Portland, United States

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Investment advisory platforms based in Portland, United States at a glance

As of Sep 14, 2026

59.0%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

677.8%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Portland, so it is reported there. Company counts and contact totals on this page are exact for Portland, over 36 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Portland, United States whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment advisory platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, and records with no verified work email. Companies headquartered outside Portland are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 131 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Investment advisory platforms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment advisory platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment advisory platforms are there based in Portland, United States?

RevenueBase identified 36 investment advisory platforms headquartered in Portland, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Vista Capital Partners, headquartered in Portland, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 244 headquartered companies, followed by San Francisco (102) and Chicago (91).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 131 verified decision-maker contacts tracked across these 36 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.